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Schwab Fundamental US Large Company Index ETF

146 hedge funds and large institutions have $4.06B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
3.34%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
24
Increased
61
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NCM
76
Novare Capital Management
North Carolina
$399K 10,060 +1,430 +17%
EWM
77
Empirical Wealth Management
Washington
$380K 9,577 -6,016 -39%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$366K 9,236 +9,236 New
Mariner
79
Mariner
Kansas
$363K 9,146 +1,609 +21%
BC
80
Burleson & Co
California
$352K 9,447 -28 -0.3%
BCWM
81
Bartlett & Co Wealth Management
Ohio
$323K 8,145 +1,100 +16%
SB
82
Suntrust Banks
Georgia
$323K 8,145
BC
83
Bartlett & Co
Ohio
$323K 8,145 +1,100 +16%
WTB
84
Washington Trust Bank
Washington
$304K 7,652 -7,652 -50%
EAM
85
Evanson Asset Management
California
$293K 7,385
Fisher Asset Management
86
Fisher Asset Management
Washington
$278K 7,006 +7,006 New
NDSI
87
Newman Dignan & Sheerar Inc
Rhode Island
$272K 6,873 +148 +2%
VFA
88
Valeo Financial Advisors
Indiana
$258K 6,909
BMM
89
Berkshire Money Management
Massachusetts
$250K 6,295 +6,295 New
AL
90
Aspiriant LLC
California
$245K 6,175
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$242K 6,103 +1,498 +33%
Luther King Capital Management (LKCM)
92
Luther King Capital Management (LKCM)
Texas
-5,800 Closed
DACG
93
Donor Advised Charitable Giving
California
$203K 5,113 +5,113 New
LCP
94
Legacy Capital Partners
Wisconsin
$200K 5,049 +5,049 New
DWM
95
Destination Wealth Management
California
$159K 4,018 +291 +8%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$156K 3,953 +3,953 New
BWA
97
Burt Wealth Advisors
Maryland
$140K 3,525 +3,525 New
VIA
98
Vantage Investment Advisors
Pennsylvania
$135K 3,397 -98 -3%
TRCT
99
Tower Research Capital (TRC)
New York
$124K 3,133 -16,594 -84%
FHA
100
First Horizon Advisors
Tennessee
$123K 3,108 -375 -11%